Quick Take: RBI lowers its inflation projection, but has it missed the bus on policy action?
Why did the RBI choose to worry about a higher 1-year ahead inflation when the increase would be mostly statistical?
Human-AI collaboration is transforming the way we work
Generative AI’s impact depends on how effectively organisations empower, train, and build trust with their people—creating a continuous learning cycle where human-AI collaboration drives innovation and growth
Brace for lower trading profits as market winds have changed direction
When the market is in no mood to yield profits to traders, don’t tempt fate by pushing your luck by trading more aggressively
US strategy to counter China’s mineral strengths is riddled with contradictions
The dependency-driven vulnerabilities on China could be lessened if Washington would take a comprehensive, competitive industry vision-driven approach to the problem, involving some resource-rich allies
Chart of the Day | Inflation’s dual dance: RBI’s MPC faces a tightrope walk
CPI eases to 2.1 per cent, but core inflation at 4.72 per cent keeps the Reserve Bank cautious ahead of its policy call
India, US & Russia: The great ‘pot and kettle’ game
India is not defending Russia’s war in Ukraine. It is defending its sovereign right to economic stability in the face of volatile global energy politics. It defends the principle that developing economies should not be asked to make sacrifices that wealthier nations themselves are unwilling to make
India’s not a ‘Tariff King’. Data shows its tariffs are in line with its peers
Tariff rates shouldn’t be viewed as an undifferentiated mass represented by a simple average. Countries typically having varying rates with some sensitive sectors getting more protection. Context matters. When viewed through the right lens, India’s anything but a closed market. It’s open, with its non-tariff barriers such as regulatory standards lower than Japan, South Korea or China.
Supreme Court’s recall of Bhushan Power and Steel judgement is a step in the right direction
The judiciary carries out the role of interpreting the law and it should harmonize its interpretation wherever possible with our social and economic development. While addressing procedural anomalies is important, it is crucial to remain mindful of the larger economic import and the primary goal of providing a second chance to failing but viable businesses
How to fix fixed income allocations amid rate cuts? Focus on real rates
Real rates matter more than nominal as they determine purchasing power and investment returns
Why the owner of London’s stock exchange needs a new name
Of the world’s top 10 exchange groups by market value, LSEG is the only one this year whose shares have fallen
Food safety cannot be a one-sided fight
Selective enforcement undermines consumer trust and fails to address the real risks across India’s food supply chain
Growing domestic power demand propels JSW-JFE’s electrical steel ambitions
The JSW-JFE combine is splashing out Rs 10,000 crore in existing and new investments to capture a sizeable share of the domestic electrical steel demand
Data Story: Trends in bank credit that should worry RBI
Unsecured retail has bounced back; gold loans are keeping up pace and MSME lending is the mantra for banks in Q1
How AIIB can help India ramp up its green capex
New Delhi should leverage the Beijing-headquartered AIIB’s plan to raise the share of private projects in its overall lending portfolio in India
Chart of the Day: Hydro power generation picks up pace after healthy rains
Thermal power generation, however, remains subdued on weak demand
An opinion born of frustration that is dead on arrival
In the case of the US, there are simply too many variables shaping Indo–US ties. Leadership factors, even if occasionally not healthy, are peripheral in shaping the bilateral relations. The dead economy comments against India were made less out of conviction and more out of frustration
‘Duck Curve’ and electricity derivatives
Electricity demand and price show sharp daily swings on the heels of an increasing role of renewables in power generation. The introduction of electricity derivatives will help stakeholders smoothen operations but they will need more sophisticated risk management frameworks to make the most of these contracts
India's declining management capability and the need for urgent reform
India's management capability has declined, hindering economic growth. Key areas like innovation, financial leadership, and people management require urgent reforms. Emphasising tech adoption, employee development, and strategic alignment is crucial
Lessons from the 1920s, 1930s on tariffs and markets
Investors today might be too complacent about the risks to earnings from slower growth and higher inflation
Chinese manufacturers rethink south-east Asia pivot after Donald Trump’s tariffs
Narrow difference between duties on China and alternative hubs make costs of relocating less appealing, producers say
Elections may legitimise Myanmar’s military junta, not foster democracy
Myanmar’s military junta is holding elections after a gap of four years to solidify its rule. Two junta-backed parties are in a strong position because the National League for Democracy, the biggest party, will not contest elections. NLD’s leaders including Nobel prize winning Aung San Suu Kyi are in jail
Data Story: A revamped Cognizant is upping the ante for Indian IT
Cognizant has won more mega deals compared to Indian IT peers so far this year
Chart of the Day: Unlocking India’s maritime might
Despite the difficulties encountered by two major commodities for port traffic, the overall impact has been somewhat mitigated by growth in other segments of trade
TCS Layoffs: Ghosted by HR, hunted by algorithms
TCS layoffs aren’t pink slips, but neon signs flashing: “Adapt or Evaporate.” The new playbook? Forget tenure, flaunt agility. The key is to acquire transferable assets like negotiation skills, resilience, systems thinking, and stakeholder orchestration
RBI’s MPC Meet: Will caution trump growth concerns?
As the Monetary Policy Committee meet starts on August 4, India awaits cues on whether the RBI will hold steady or surprise with a rate cut amid global trade tensions
